1WA
180 Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.45M | Sell |
63,355
-419
| -0.7% | -$55.9K | 1.18% | 13 |
|
|
2025
Q1 | $8.22M | Sell |
63,774
-247
| -0.4% | -$31.9K | 1.31% | 11 |
|
|
2024
Q4 | $8.17M | Sell |
64,021
-65
| -0.1% | -$8.29K | 1.28% | 10 |
|
|
2024
Q3 | $8.22M | Buy |
64,086
+845
| +1% | +$108K | 1.29% | 10 |
|
|
2024
Q2 | $7.65M | Sell |
63,241
-82
| -0.1% | -$9.92K | 1.25% | 10 |
|
|
2024
Q1 | $7.66M | Sell |
63,323
-429
| -0.7% | -$51.9K | 1.38% | 8 |
|
|
2023
Q4 | $7.16M | Buy |
63,752
+117
| +0.2% | +$13.1K | 1.43% | 8 |
|
|
2023
Q3 | $6.57M | Sell |
63,635
-531
| -0.8% | -$54.9K | 1.48% | 7 |
|
|
2023
Q2 | $6.84M | Sell |
64,166
-3
| -0% | -$320 | 1.5% | 7 |
|
|
2023
Q1 | $6.77M | Buy |
64,169
+251
| +0.4% | +$26.5K | 1.58% | 6 |
|
|
2022
Q4 | $7.08M | Buy |
63,918
+678
| +1% | +$75K | 1.66% | 6 |
|
|
2022
Q3 | $6M | Buy |
63,240
+951
| +2% | +$90.2K | 1.65% | 6 |
|
|
2022
Q2 | $6.4M | Buy |
62,289
+512
| +0.8% | +$52.6K | 1.63% | 6 |
|
|
2022
Q1 | $7.02M | Sell |
61,777
-175
| -0.3% | -$19.9K | 1.53% | 7 |
|
|
2021
Q4 | $6.81M | Sell |
61,952
-1,455
| -2% | -$160K | 1.53% | 7 |
|
|
2021
Q3 | $6.8M | Sell |
63,407
-638
| -1% | -$68.4K | 1.5% | 7 |
|
|
2021
Q2 | $6.87M | Buy |
64,045
+2,205
| +4% | +$237K | 1.57% | 6 |
|
|
2021
Q1 | $6.6M | Sell |
61,840
-333
| -0.5% | -$35.5K | 1.64% | 5 |
|
|
2020
Q4 | $5.91M | Buy |
62,173
+924
| +2% | +$87.8K | 1.71% | 5 |
|
|
2020
Q3 | $5.09M | Buy |
61,249
+1,547
| +3% | +$128K | 1.91% | 6 |
|
|
2020
Q2 | $4.87M | Buy |
59,702
+29,142
| +95% | +$2.38M | 1.93% | 6 |
|
|
2020
Q1 | $2.14M | Buy |
30,560
+13,109
| +75% | +$918K | 1.11% | 17 |
|
|
2019
Q4 | $1.64M | Buy |
17,451
+3,096
| +22% | +$291K | 0.65% | 31 |
|
|
2019
Q3 | $1.26M | Buy |
14,355
+9,960
| +227% | +$876K | 0.56% | 46 |
|
|
2019
Q2 | $383K | Buy |
4,395
+1,683
| +62% | +$147K | 0.17% | 147 |
|
|
2019
Q1 | $234K | Buy |
2,712
+277
| +11% | +$23.9K | 0.11% | 222 |
|
|
2018
Q4 | $212K | Hold |
2,435
| – | – | 0.1% | 235 |
|
|
2018
Q3 | $212K | Buy |
+2,435
| New | +$212K | 0.1% | 235 |
|